PVWM

Point View Wealth Management Portfolio holdings

AUM $246M
1-Year Est. Return 10.75%
This Quarter Est. Return
1 Year Est. Return
+10.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$465K
2
+$425K
3
+$404K
4
JLL icon
Jones Lang LaSalle
JLL
+$323K
5
FE icon
FirstEnergy
FE
+$322K

Top Sells

1
+$104K
2
+$89.6K
3
+$79K
4
CB icon
Chubb
CB
+$77.5K
5
NMR icon
Nomura Holdings
NMR
+$60.4K

Sector Composition

1 Financials 11.75%
2 Technology 11.62%
3 Healthcare 10.33%
4 Energy 9.68%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$885K 0.46%
37,629
+99
77
$873K 0.45%
27,774
-1,745
78
$870K 0.45%
7,220
+1,125
79
$869K 0.45%
28,266
+4,217
80
$851K 0.44%
4,544
-161
81
$815K 0.42%
5,704
+258
82
$814K 0.42%
25,671
+1,373
83
$796K 0.41%
60,459
+3,181
84
$788K 0.41%
20,269
-26
85
$775K 0.4%
97,527
+4,578
86
$772K 0.4%
29,200
+2,477
87
$767K 0.4%
16,943
+2,187
88
$765K 0.39%
5,997
+490
89
$764K 0.39%
60,279
+1,767
90
$753K 0.39%
8,121
+826
91
$746K 0.38%
70,812
-895
92
$736K 0.38%
18,102
-161
93
$723K 0.37%
20,136
+3,936
94
$709K 0.37%
37,079
+747
95
$708K 0.37%
4,366
+193
96
$703K 0.36%
4,743
+463
97
$696K 0.36%
33,234
+330
98
$687K 0.35%
19,425
+555
99
$686K 0.35%
40,184
+1,941
100
$685K 0.35%
13,875
+4,483
2 3
4
5 6